Create a Referral Offer

Referral offers give people an incentive to refer their friends. Create goals and rewards for successful referrals. You can drop it on landing pages, your website, and even Facebook.


Not all customers have purchased this functionality. Contact your sales rep for details.

  1. Inside your program, select New > New Local Asset.

  2. In the Local Asset Gallery, click Referral Offer.

  3. Name your referral offer.


    To save time, you can use the Clone From option to copy all settings from an existing referral offer.

    The referral offer editor opens in a new window. The default settings are all good, but you need to add a link to your offer’s rules (terms and conditions). The link will appear in the bottom of share message screens. We’ll show you how in the next step.

  4. Click Advanced Options.

  5. Add a link to the rules of your offer. Enter the URL.


    On this screen, you can also add a privacy policy link. See Add Your Privacy Policy to a Social App.

  6. Click Finish.

  7. Click Approve and Close.


    To change any of the defaults in your referral offer, click Back. To save your work for later without approving, click Close.

If there are any problems in the referral offer, you’ll be prompted to address them before the offer is approved.

Congratulations! You’ve created your referral offer.


All of the default settings, strings, and messages can be changed.

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